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Herbalife
192 hedge funds and large institutions have $1.44B invested in Herbalife in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 70 reducing their positions, and 39 closing their positions.
New
Increased
Maintained
Reduced
Closed
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
0.51% more ownership
Funds ownership: 108.96% → 109.47% (+0.51%)
1% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 70
9% less funds holding
Funds holding: 210 → 192 (-18)
16% less capital invested
Capital invested by funds: $1.72B → $1.44B (-$282M)
41% less call options, than puts
Call options by funds: $40.9M | Put options by funds: $69.7M
46% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 39
Holders
192
Holders Change
-18
Holders Change %
-8.57%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
21
Increased
69
Reduced
70
Closed
39
Calls
$40.9M
Puts
$69.7M
Net Calls
-$28.8M
Net Calls Change
+$47.4M
Top Buyers
| 1 |
CCM
Camber Capital Management
Boston,
Massachusetts
|
+$26.2M |
| 2 |
Millennium Management
New York
|
+$12.8M |
| 3 |
State Street
Boston,
Massachusetts
|
+$11.9M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$10.6M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$7.24M |
Top Sellers
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$24.3M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$19.4M |
| 3 |
Renaissance Technologies
New York
|
-$7.84M |
| 4 |
JP Morgan Chase
New York
|
-$7.39M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$5.18M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Creative Planning
Overland Park,
Kansas
| – | -$628 | -39 | Closed |
|
|
BWM
227
BerganKDV Wealth Management
Bloomington,
Minnesota
| – | -$516 | -32 | Closed |
|
|
CM
228
Cornerstone Management
Duluth,
Georgia
| – | -$483 | -30 | Closed |
|
|
SC
229
Schubert & Co
Mckinney,
Texas
| – | -$403 | -25 | Closed |
|
|
ASN
230
Advisory Services Network
Atlanta,
Georgia
| – | -$64 | -4 | Closed |
|
231
Man Group
London,
United Kingdom
| – | -$385K | – | – |
|